IRS Release Status: FINAL

Sample Excel Import File: 1099-OID 2018.xlsx

What's New for 2018

  • No changes.


Import Form Fields:

Field NameSizeType DescriptionNotes
See Form Filer Common Fields

Filer fields common to all form types.
See Recipient Common Fields

Recipient fields common to all form types.

Box 1 Amount

12Amount

Box 1: Original issue discount for 2018


Box 2 Amount

12AmountBox 2: Other periodic interest
Box 3 Amount12AmountBox 3: Early withdrawal penalty

Box 4 Amount

12Amount

Box 4: Federal income tax withheld


Box 5 Amount12AmountBox 5: Market discount
Box 6 Amount12AmountBox 6: Acquisition premium
Box 7 All Lines60TextBox 7: Description
Box 8 Amount12AmountBox 8: Original issue discount on U.S. Treasury obligations
Box 9 Amount12AmountBox 9: Investment expenses
Box 10 Amount12AmountBox 10: Bond premium
Box 11 Amount12AmountBox 11: Tax-exempt OID
Box 12 Text2TextBox 12: StateUse state abbreviation
Box 13 Text14TextBox 13: State identification no.Given by State Department of Revenue
Box 14 Amount12AmountBox 14: State tax withheld

2nd Tin not. Checkbox

1Checkbox2nd Tax ID number NoticeX / Y / T / 1 = Checked
FATCA checkbox1CheckboxFATCA filing requirementX / Y / T / 1 = Checked
 See Form Common Fields

Form fields common to all form types.

1099-OID Form:


IRS 1099-OID Form:  1099-OID 2018 Form

IRS 1099-OID Instructions:  1099-OID_2018 Instructions

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